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Financial Planning Analyst
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$60,000 - $80,000 a year
Full-time
- We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.
- The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring.
- Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
- May perform basic investment research and research client's company benefits
- Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
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